Cody, Cody & McCarthy LLC
Estate Administration Paralegal
Full Time • Quincy
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Wellness resources
We are a fast-paced, greater-Boston boutique estate planning law firm seeking an Estate Administration Paralegal with at least 3–5 years of experience with probate and trust settlement. The ideal candidate writes well and is thoughtful, diligent, highly organized, and motivated. Candidates should have strong attention to detail, the ability to handle a large caseload, and the skill to multitask and work independently. This role involves assisting the attorney with managing probate court filings, obtaining asset valuations, assisting with estate and gift tax returns, managing ongoing trust settlement, drafting real estate transfers, maintaining client and third-party communications, and ensuring a high level of quality control throughout the administration process
Key Responsibilities
Client, Court, and Administrative Support
- Maintain significant, professional contact with clients, courts, financial institutions, and third parties to ensure a positive, compassionate experience.
- Draft engagement letters for new and existing clients.
- Assist attorneys with case management, workflow coordination, court deadlines, and maintaining a high-volume caseload.
Probate, Trust Settlement, and Document Preparation
- Assist attorneys with preparing and submitting probate forms, petitions, assents, and related probate administration filings.
- Assist with managing ongoing trust administration cases, trust distributions, and post-death estate settlements.
- Obtain date-of-death valuations and gather necessary financial documentation as part of the probate and estate tax return process.
- Prepare initial drafts of deeds and real estate transfer documents used to convey estate or trust property.
Tax and Financial Support
- Assist attorneys with preparing and filing Massachusetts estate tax returns as well as Federal estate and gift tax returns.
- Assist with estate and trust accounting, inventory preparation, and income tax return support as needed.
Qualifications:
- 3–5 years of experience in estate administration, probate court procedures, and trust settlement (real estate experience is a plus).
- Proven background preparing and filing Massachusetts estate tax returns as well as Federal estate and gift tax returns.
- Exceptional written and verbal communication skills, with proficiency in Microsoft Office and legal document management systems. Experience with ProFX and Lacerte a plus.
- Demonstrated ability to manage a high-volume caseload, prioritize tasks independently, and meet deadlines in a fast-paced environment.
- Direct experience drafting probate/trust documents, handling fiduciary accounting, or preparing estate, gift, and income tax returns is strongly preferred.
License/Certification:
- Enrolled Agent (Desired)
- Bachelor’s Degree or Paralegal Certificate (Required)
Benefits: We take care of our team with a comprehensive benefits package, including:
- Health & Dental: Choice of plans with firm contributions toward your coverage.
- Retirement: 401(k) with a competitive employer match.
- Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.
Job Details:
- Employment Type: Full-time
- Schedule: Monday – Friday, 8:30 AM – 5:00 PM
- Work Location: In-person, Quincy, MA 02169
- Compensation: $65,000 – $70,000 per year (Final offer determined by experience and relevant skills)
No agency referrals, staffing recruiters, or third-party recruiters, please. We do not accept unsolicited agency resumes or sales inquiries and will not pay fees to any third-party agency or firm.
Compensation: $65,000.00 - $70,000.00 per year
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.
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Flexible Schedule
Working in the legal field can allow you to have a great work/life balance. Whether you are working in a small law office or a large firm, the legal profession offers flexible schedules and great office culture.
Job Security
Many Elder and Special Needs Law attorneys advise clients regarding the probate process (legal process when someone dies) and taxes. As Benjamin Franklin said, “The only two certainties in life are death and taxes.”
Rewarding Work
The practice of Elder and Special Needs law focuses on building personal relationships and helping clients obtain benefits that will help them lead better lives. These practice areas also help individuals and families plan for the future, which can make some of life’s most challenging times a little more straightforward.